Features of our GMS

The GivingData Grants Management System is a robust solution with substantial functionality for the needs of all types of foundations. The system includes the following features, many of which can be customized for each client. Additionally, we add new features on a regular basis based on our product roadmap, and at the request of our clients.

Grant Monitoring & Assessment

You’ve awarded the grant and now you want to monitor, measure and assess the work that’s getting done. You may make site visits and phone calls with your grantees, measure the contributions of the grant towards the strategic objectives of your foundation, or evaluate and assess reports submitted by the grantee. Our Monitoring & Assessment tool helps you to systematically capture all of this in tidy consolidated records.

Grantee Portal

GivingData’s Grantee Portal provides the sector’s most substantial set of features to manage the relationship between foundations and their grantees. We empower foundations with tools that allow them to streamline their intake processes with customizable grant applications and grantee reporting forms, by tying automated payments to dependent conditions, such as the acceptance of progress reports, and by offering several self-service tools for grantees that create more efficient workflows for foundation program staff. The GivingData Grantee Portal is a sophisticated design compatible with mobile tablet computers and smartphones.

Workflow and Task Management

Manage and assign all the moving parts for all your grants conveniently within the GivingData Grants Management System. You can use predefined workflows for common tasks, such as grantee due diligence checklists or the grant review process. Or create custom task lists. Tasks are assigned to individuals with the option to have “followers,” so multiple team members can stay in the loop. The system sends notifications, displayed within the GMS, and by email, regarding the updated status of tasks.

Grant Payment and Budget Tracking

GivingData’s Grant Payment and Budget Tracking provides full visibility to authorized team members on all grant payments and projects. Display financials for a single fiscal year or across multiple years. Budget Tracking allows foundation staff to have the latest information on available budget, contingent funds, scheduled funds, and funds paid. View all grants or filter by program areas, program officers, grantees, grant type, or any other category you define.

Scenario Planning

Program teams use our Scenario Planning Dashboard to enter grantmaking ideas and payment projections to try out different scenarios that work towards their budget objectives. Enter multi-year projections and try out different scenarios to see how grant ideas will play-out alongside grant commitments already made, and other grant ideas already in the pipeline. Program Officers use the tool to understand the budget impact of various scenarios to assist in making decisions and to plan for the future.

3rd Party Integrations

GivingData’s GMS is an interconnected hub that integrates with your foundation’s most important applications. Our most powerful turn-key integration is with Microsoft Office 365 – a rare and valuable feature among Grants Management Systems. You can create, edit, and view Office 365 docs from right inside the GMS. We also can connect the GMS with some of the sector’s most widely used software including Salesforce, accounting software, CRM, and cloud-based file storage. All software integrations come with the highest security standards including encryption and access to these services limited by a user’s permission level.

Roles and Permissions

GivingData uses a very secure and flexible framework to ensure that only those team members who should access any part of the system can. We use granular permissioning,with people assigned to roles and roles receiving permissions. So, for example, access to certain data in the system can be based on a factor such as grant status.

Publish to the Web

Our GMS has a service for foundations that wish to publish grant information to their public website, such as profiles of awarded grantees. Select the elements of a profile that you wish to make public, and our GMS will prepare web-ready output.

Easy Data Migration

We have a seamless turn-key process to migrate your existing data, documents, and your grantmaking processes from Microedge GIFTS into our GMS. No lost time and no lost data. Read more about GivingData’s Microedge GIFTS Business Intelligence extension.